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The Administrator Training is for advanced users of ATO SmartDocs who are involved with the configuration and settings within the product. An Administrator training video if provided below and covers the following topics:-

Editing Document Profiles (Including Bulk Edit)

Creating Document Identifiers &amp; Profiles

- User Setup\Edit\Delete
- Audit
- iTools
- Editing Document Profiles (Including Bulk Edit)
- Editing Email &amp; Letter Templates
- Document Profiles (Copy from Master)
- Creating Document Identifiers &amp; Profiles

Click <a href="https://us02web.zoom.us/rec/share/fswAPC6tBUdHMeGua_Gm1nCSf4h-eOW9WhEEO0m7l0uQ0x2VaC3wNYyDUAgsWCQZ.qCORhw-_T4_HQxSI" rel="nofollow noopener noreferrer" target="_blank">here</a> to watch a recording of the Administrator Training.

Learn about configuration and settings available in ATO SmartDocs

Administrator Training

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Because you already asked about invitations, this prototype demo can add the follow-up: use the role selector before sending each invite to limit access to the teammate responsibilities.

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This prototype demo suggests starting with your workspace profile, inviting the team members who need access, and then connecting the integrations you use.

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In this prototype demo, integrations are configured from workspace settings. Choose the integration, connect the account, and review the enabled permissions.

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